2023 Form 5500 filing — Wood Fiber Holdings, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015185235NAL0050964000001) for Wood Fiber Holdings, Inc. Retirement Plan, reported by Wood Fiber Holdings, Inc. under EIN 82-3773071 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185235NAL0050964000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wood Fiber Holdings, Inc.
- EIN
- 82-3773071
- Plan number
- 001
- Location
- Fitchburg, MA
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,802,757
- Total liabilities (EOY)
- $55,252,866
- Net assets (EOY)
- $33,549,891
- Employer contributions
- $1,052,881
- Participant contributions
- $1,594,989
- Total income / additions
- $6,812,913
- Benefits paid
- $2,485,129
- Administrative expenses
- $80,159
- Total expenses
- $2,574,288
- Net increase / (decrease)
- $4,238,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $896 | $0 |
| Mma Securities,LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Caron & Bletzr, Pllc | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Compass 360,LLC | PLAN ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |